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Apella Capital’s iShares Silver Trust SLV Stock Holding History

Apella Capital’s Portfolio SLV Stock Details SLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$565K Buy
10,376
+25
+0.2% +$1.66K 0.01% 454
2026
Q1 		$762K Buy
10,351
+1,238
+14% +$94.1K 0.01% 400
2025
Q4 		$587K Buy
9,113
+410
+5% +$20.5K 0.01% 335
2025
Q3 		$428K Hold
8,703
– – 0.01% 349
2025
Q2 		$291K Buy
+8,703
New +$266K 0.01% 355

Other funds holding SLV

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
CA
Corecam AG Zurich $117M AUM

Apella Capital's SLV Position: Q2 2026 in Review

Apella Capital increased its iShares Silver Trust (SLV) stake by 0.24% in Q2 2026, buying an estimated $1.66K and bringing the position to 10,376 shares worth $565K. The position accounts for 0.01% of the portfolio, ranked #454.

Apella Capital first reported a position in SLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $762K in Q1 2026. 236 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Apella Capital held 10,376 shares of iShares Silver Trust worth $565K as of Q2 2026.
  • Apella Capital bought 25 iShares Silver Trust shares in Q2 2026, an estimated $1.66K.
  • iShares Silver Trust made up 0.01% of Apella Capital's portfolio in Q2 2026, its #454 holding.
  • Apella Capital first reported a position in iShares Silver Trust in Q2 2025 and has held it in 5 quarters since.
  • Apella Capital's iShares Silver Trust position peaked at $762K in Q1 2026.
  • 236 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.